ESG Investing
In this episode of Casual Finance Friday, Research Analyst Nick Antonucci, CVA, CEPA, explains thematic investing with a focus on environmental, social, and governance. Watch and find out if ESG investing actually adds value!
Asset Protection for Your Cash Investments
Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss asset protection when investors are required to take—sometimes significant—withdrawals from their retirement accounts. They discuss FDIC limits and other ways to preserve principal.
Taking Social Security Benefits and Preserving More of Your Portfolio
Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a case study on a couple who delay Social Security but are taking required minimum distributions from their IRA.
In the News: Work Smarter, not Harder: Investing to Grow Today’s Money for the Future
Bil Lako, CFP®, explains that while a 401(k) is a solid start for retirement, investing doesn’t end there. you may also want to save for other goals, so you still need to understand what you’re doing.
Determining the Value of a Stock
What are you entitled to as a shareholder of a stock? We find out in this installment of Casual Finance Friday! Research Analyst Jacob Keen explains how to determine the value of a stock using price to earnings ratios, discounted cash flows, and dividing the PE by the company’s growth rate.
Investing is Growing Today’s Money for the Future
This week on “Money Talks,” it was an all research show as Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, and Jacob Keen, to discuss some investing basics for those looking to begin investing to grow their wealth.
Money Wise: Investing 101
In this installment of Henssler Financial’s Money Wise series, Research Analyst Nick Antonucci, CVA, explains the basic concepts of how investment vehicles grow your money, the benefits of diversification, and the different asset classes for beginning investors.
Concentration Risk Makes The S&P 500 Not the Best Benchmark
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to take a deeper look at a common investor sentiment about not keeping up with market performance. They discuss the faults with the S&P 500 index as a benchmark, the problems with chasing returns and portfolio risk.
The “Boring” Asset Class of Bonds
In this episode of Casual Finance Friday, Research Analyst Nick Antonucci, CVA, gives you a crash course on what many deem as a boring asset class: bonds.
Active Management Provides Custom Allocations over Age-Based Portfolios
Research Analysts Nick Antonucci, CVA, and Jacob Keen are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss why investors may want to have their portfolios actively managed in retirement instead of simply choosing an age-based portfolio.